UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$292M
2
+$230M
3
+$141M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$138M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$134M

Top Sells

1
+$567M
2
+$539M
3
+$331M
4
TSLA icon
Tesla
TSLA
+$322M
5
AMZN icon
Amazon
AMZN
+$269M

Sector Composition

1 Technology 14.17%
2 Financials 8.68%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$4.25M ﹤0.01%
38,944
-108
1827
$4.24M ﹤0.01%
30,129
-6,826
1828
$4.24M ﹤0.01%
25,578
-29,007
1829
$4.23M ﹤0.01%
46,821
+651
1830
$4.23M ﹤0.01%
173,443
+18,673
1831
$4.23M ﹤0.01%
140,871
-4,755
1832
$4.22M ﹤0.01%
329,043
+4,031
1833
$4.22M ﹤0.01%
96,296
+13,952
1834
$4.22M ﹤0.01%
103,286
-40,726
1835
$4.21M ﹤0.01%
365,270
+30,201
1836
$4.21M ﹤0.01%
228,453
+8,513
1837
$4.2M ﹤0.01%
70,497
-114
1838
$4.19M ﹤0.01%
127,822
+10,191
1839
$4.18M ﹤0.01%
24,647
+1,732
1840
$4.18M ﹤0.01%
130,936
+1,839
1841
$4.18M ﹤0.01%
100,476
+2,398
1842
$4.18M ﹤0.01%
126,286
+5,886
1843
$4.17M ﹤0.01%
412,323
+49,699
1844
$4.17M ﹤0.01%
141,241
+42,652
1845
$4.15M ﹤0.01%
282,783
+1,081
1846
$4.14M ﹤0.01%
81,912
+7,735
1847
$4.13M ﹤0.01%
298,328
+40,154
1848
$4.12M ﹤0.01%
139,072
+3,550
1849
$4.12M ﹤0.01%
109,607
+55,825
1850
$4.12M ﹤0.01%
202,644
-99,871
72 73
74
75 76